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Important caveat with the "Chain of command" (CoC) feature

September 5, 2017, 11:45 pm
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If you use CoC with the July 2017 application release, you need to compile and deploy the standard models you eventually use CoC with. The reason being that the standard models are compiled with Update 8 which didn't have CoC.

This is a temporary inconvenience, and will not be necessary after the "Autum" release.

So, if you write ISV/VAR solutions, you might want to postpone usage of CoC for anything you release before the "Autum" release.
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Dynamics 365 - Odata integration (Code snippet)

September 6, 2017, 12:01 am
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Dynamics365 integration - Odata:

Guys below code snippet can help you when you play with Odata integration with D365:
public static void customers(Resources context)
{
            DateTime dateTime = new DateTime(2017, 01, 01);
            //Filter the query
            var customers = context.Customers.AsEnumerable().Where(x => x.CreatedDateTime >= dateTime);

            foreach (var customer in customers)
            {
Console.WriteLine(" Customer Account # - {0}, Name - {1}", customer.CustomerAccount, customer.Name);
            }
}

Inserting the record in D365 table (Just a simple example, FYR):
DataServiceCollection<CustomerGroup> customerGroupCollection = new DataServiceCollection<CustomerGroup>(context);

customerGroupCollection.Add(customerGroup);
               
customerGroup.CustomerGroupId = "1000";
customerGroup.Description = "test";
customerGroup.PaymentTermId = "Net30";
context.SaveChanges(SaveChangesOptions.PostOnlySetProperties);

Updating the record can be done using similar code shown below (Just a simple example, FYR):
context.UpdateObject(SaveChangesOptions.PostOnlySetProperties | SaveChangesOptions.BatchWithSingleChangeset);




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Which is the best country for IT outsourcing?

September 6, 2017, 1:46 am
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The aim of outsourcing is not necessarily to find the cheapest contractor, but the one that has the very best price to quality ratio. In any comparison, smaller geographical distances and less severe cultural...(read more)
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Why my product images doesn’t show up on my eCommerce site

September 6, 2017, 4:36 am
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So here’s the scenario. We’ve got the POS running and the eCommerce site too; but somethings wrong with the product images. They’re not showing up on the eCommerce site. No matter how...(read more)
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Enterprise-Class Support Offering

September 6, 2017, 8:16 am
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Enterprise-Class Support Offering with Guaranteed Responsiveness

Support should never be an afterthought. That’s why Columbus created ColumbusCare, an enterprise-class support offering for your critical business applications including Microsoft Dynamics, Columbus Software and related Microsoft enterprise software solutions. Columbus takes a proactive, personalized approach to helping you optimize your software investments. We combine dedicated teams that know your solution, optional service levels, variable pricing schemes and value added services into a tiered offering that ensures we meet your needs and your budget.

 

Our Global Delivery model allows us to deliver support 24 X 7. With consulting locations in the Americas, Europe and Asia, and an off shore organization in India, we are always there to take your call and respond to your needs.

 

“The support we get from ColumbusCare is awesome! Everyone is friendly, knowledgeable and always really prompt to respond and help us out! Love our ColumbusCare team!” – Hendrick Motor Sports

 

 

 

 

 

 

 

 

 

 

If your system is in need of a check up, contact us to get a complete assessment and improve overall functionality. Or call us at 888.209.3342.

Related Posts

  1. Unlock the Benefits of a Dynamics AX Support Plan
  2. How to Find the Best Partner for Dynamics AX Support
  3. Are You Satisfied with Your Dynamics AX Partner?

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Create a direct SQL query interface… proof of concept.

September 6, 2017, 2:48 pm
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Hi, for many times I’ve investigate the possibility to create a simple interface for the users to have a select directly in the tables of AX. I know that this it’s not very good thing to do...(read more)
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Embrace the extensions mindset with Dynamics 365 for Finance and Operations

September 7, 2017, 1:18 am
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A couple of weeks ago, we launched the last platform update 10 (August 2017) for Dynamics 365 for Finance and Operations, Enterprise Edition and, as in almost every release, there were changes regarding the Application Extensibility Plans. A lot of effort is being invested in the journey to a non-intrusive way of extending the application, and it...
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Microsoft Azure IoT Hub previews automated device provisioning

September 7, 2017, 11:29 am
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Microsoft has announced the public preview of its Azure IoT Hub Device Provisioning Service. This offering has the potential to be a significant time and labor saver. With the Device Provisioning Service, Microsoft offers: Zero-touch ...read more
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Work Stuck in Warehouse Management

September 7, 2017, 12:37 pm
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Ever use Warehouse Management and experience Work getting stuck on the mobile device? There are many reasons why this can happen, and getting them unstuck can be tough. I recently came across a few scenarios where I was to get these works completed by setting up a menu item on the mobile device to continue the work. You should always try to resolve the issue in the work first, but if the work is truly stuck then try this option

 

1. Create a new Mobile device menu item called “continue work”

2. Check the box for use existing work

3. On the Mode dropdown select work

4. Set up the general tab with your required settings

5. Add in your work classes

6. Add this menu item to your Mobile Device Menu (I put it under one I’ve called Inventory)

7. Log in to your mobile device and select the continue work option

8. Enter your work ID and process the stuck work

 

 

 

 

 

 

Hope this helps!!

 

This article was written by Laura Scott, Consultant at Tridea Partners. Tridea Partners is a leading Microsoft Dynamics partner.

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  3. How construction equipment rental businesses can add dealership to their portfolio

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Azure AD Authentication for Windows Applications

September 8, 2017, 12:04 am
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In this post I will describe how you can get the login dialog to pop up when you are developing a windows desktop application.

Below is an example of the dialog appearing.

image

Below is a sample code how to acquire the token.

string authorityUri = "https://login.windows.net/common/oauth2/authorize";
Uri redirectURI = new Uri("https://login.live.com/oauth20_desktop.srf");                

AuthenticationContext authenticationContext = new AuthenticationContext(authorityUri);

AuthenticationResult authenticationResult = authenticationContext.AcquireTokenAsync(
   ClientConfig.Default.ActiveDirectoryResource, 
   ClientConfig.Default.ActiveDirectoryClientAppId, 
   redirectURI, 
   new PlatformParameters(PromptBehavior.RefreshSession)).Result;

Add the redirect URI for https://login.live.com/oauth20_desktop.srf

image


Reference:https://docs.microsoft.com/en-us/rest/api/datacatalog/authenticate-a-client-app

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Microsoft Dynamics Partner Roundup: HighJump acquired; Vertical-oriented partnership; D365 for materials handling; Lean project delivery

September 8, 2017, 5:50 am
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In this week's Microsoft Dynamics Partner News Roundup: Körber Acquires HighJump - a Leading US-American Supply Chain and Cloud Solutions Specialist TRIMIT and PA Group USA Announce Partnership Briggs Equipment Selects the Customer ...read more
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D365 For Operation – 15 UI Tips and Tricks – A video from YouTube

September 8, 2017, 9:32 pm
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I found very interesting video regarding UI tips for Dynamics 365 for finance and operations. Its worth to share so it is here

 

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Cost accounting (9)

September 9, 2017, 11:31 am
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Within this post, we will once again use the financial data that have been used in all prior post on cost allocations. However, this time all costs that have been accumulated on the indirect cost centers...(read more)
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Microsoft Dynamics Webcasts, September 11-15, 2017: D365 extensibility model, integration design patterns

September 11, 2017, 5:53 am
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Here's what's happening on this week's live webcast schedule. Register to attend live or get access to the recorded event. Tuesday, September 12, 2017 Microsoft Dynamics 365 Extensibility Model: The Clock is Ticking 12:00 PM ...read more
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Encore Buys Fine Solutions, aims to lead in Pacific Northwest

September 11, 2017, 9:12 am
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Encore Business Solutions Inc. , a Canadian-owned Microsoft Dynamics partner, has acquired Seattle-based Fine Solutions LLC. All of Fine's products and services will now be marketed and promoted under the Encore brand. The acquisition includes ...read more
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D365UG/AXUG Summit Nashville: The Mic is Warmed Up!

September 11, 2017, 10:23 am
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This year Dynamic Communities commissioned vibrant artwork for D365UG/AXUG Summit Nashville from digital artist Punchgut. This artwork is inspired not by Dynamics (the software), but by YOU - the dynamic community of users and partners who bring the intention of this tool to life. We are releasing a new element from this one-of-a-kind, energetic piece every month. Did you miss last month's cowgirl feature? 

We are excited to introduce the September D365UG/AXUG Summit custom artwork element: The Microphone! 

In this fourth and final sneak peek of our custom artwork we unveil the Microphone. Why? Because this is your chance to use your voice. We’re going to be in Music City, so it makes sense to hand you the mic, right? It’s more figurative than literal, but it represents the unique opportunity we all have to provide solutions that shape the future, while skyrocketing our learning curve with our community.

This artwork is:

  • Bold: Like you and the work you contribute to across the board, our custom art doesn't pull any punches. It's bold and confident, like you are when rocking your skill-set in Dynamics.
  • Current: Our artist, Matt Mastrud, also known as Punchgut, is a preeminent, provocative artist who's shaking up the art scene in America. And Dynamics' just-now reporting ensures that you're showing your bosses and colleagues you know what's happening today-and what's next.
  • Fresh: Once you have a chance to meet your peers and pals who have their hands-on Dynamics, you'll find new ways to get things done in your organization. After all, who could have imagined that an artist would be so inspired by a tool made by Microsoft? This conference gives you new ways to sells your skills and prove your value across your org. We promise.


In summary, we wanted to create a piece of art work that embodies who our members are, attendees and Dynamic Communities are and what the D365UG/AXUG Summit conference represents. When you boil it down, it's all about you! Our attendees. Our attendees who attend D365UG/AXUG Summit to learn, network and to engage on all things Microsoft Dynamics. Our attendees who represent a truly vibrant community of subject matter experts who have this plethora of knowledge that is bubbling out of them which they want to share and learn more about.

Bring your questions and karaoke voice, and Register now for the rowdiest Dynamics conference around. 

 

____________________________________________________________________________________________________________________________

At Dynamic Communities, we love and thrive off bringing this community together. Our goal is to make your conference experience one to remember and, like we said, we wanted to try to create a piece of art work that would embody all of this, and by golly, we think we nailed it! Find out more about the artist here: https://www.axugsummit.com/involve/artist​

​

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Common Data Service - Working with Existing Projects/Tasks Mapping

September 11, 2017, 1:05 pm
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  • Click in the project name to access its tasks, and then click on a task (i.e. SalesInvoiceHeader).

 
 
  • There are two mapping sections.
    • Source to CDS – i.e. Sales Orders Template, which will move data from D365 for Ops to CDS, and then from CDS to D365 for Sales. The transformations (see below for more info) are done at this stage. This means that if there is data to be transformed from D365 for Ops to D365 for Sales, it will be transformed at the time that is written into CDS, this is done to avoid having two transformations from CDS to Destination.
    • CDS to Destination – The CDS contains the data already transformed and ready to be push to the target system without major data manipulation. Note that the data in CDS can be used to integrate with external systems.
 
 
  • You can create JSON transformations for your data by using the Edit Transformation function. You have 4 choices:
    • Default: Where the Source to CDS explicitly sets a default value to be always the same i.e. ORG001.
    • Truncate: A fixed length i.e. Notes.
    • Value Map: Transforms data from source to system. i.e. Unit of Measure for “Pieces” in D365 for Ops is “pcs”, and in D365 for Sales is “Piece”.
    • Country Region Code: Related to a picklist in CDS for pre-defined mapping of countries.
    • See about mappings and projects in posts stating with Common Data Service Project Setup.

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Common Data Service - Create a new Power Apps Project

September 11, 2017, 1:05 pm
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  • To create a new Power App Project go here https://admin.powerapps.com/dataintegration/
  • In order to create a new Project, you will need to create a new Connection Set (use to authenticate each environment - CDS, Operations, Sales or Customer Engagement). Please note that once you have created a new connection set with the chosen CDS environment, this can be used for other projects as well.
  • Click Data Integration and then New Project.
 
 
 
  • The New Data Integration Project wizards appears. At this point you will be able to provide a Project Name.
 
 
 
  • Select a template. The available templates for Order to Cash are provided by Microsoft, and they provide the integration to move data between D365 for Operations and D365 for Sales, or vice versa. Or, an integration to only move data from the system of record to the CDS. For example, the templates Accounts (Sales to CDS), and Sales Quotes (Sales to CDS) are a good example of a system of record to CDS integration. NOTE: You don’t have to work with the out-of-the-box templates, you can create your own.
  • Click Next, and then choose your connection set.
 
 
 
  • Choose your Organizations. This data comes from connection set configuration.
 
 
 
 
 
  • Finally confirm the project. Once confirmed, you will see your new project under the Projects tabs. To modify, run, schedule, and delete existing projects, please see Steps – Work with existing projects.
  • Once the project is created, you will be able to work on the mappings. For example, you might want to add a new UOM in CRM to comply with the requirements of the Product CDS integration template. For this, you will have to modify existing mappings. For more information see Steps – Working with existing project/task mappings.
 
 
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    Common Data Service - Working with Existing Entities

    September 11, 2017, 1:06 pm
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    1. Sing in to https://web.powerapps.com/environments/
    2. If you want to work with an existing environment choose the CDS environment you want to work with. NOTE that Microsoft does not recommend using the default environment. If you need to create a new environment, go to Steps – Create a new CDS Environment.


    1. Click Common Data Service à Entities to see a list of entities in the chosen environment.
     


    1. Click on the chosen entity to view data, export data, or modify it.

     

    1. The Open in Excel option will download an Excel file. You can change data directly in the spreadsheet and publish it back to the CDS entity you are working with.
    2. The Export Data option will download a CSV file along with XML documents.
    3. The Import Data option will give you the ability to import data via CSV. Just keep in mind that the column mapping must be the same as the one you can download.
    4. You can view the data directly in the CDS entity by clicking the Data tab.

    1. Once you have made changes to the chosen entity, you can choose to create or work with an existing project. Please see the Working with new Projects if you want to create a new one, or Working with existing Projects if you want to modify an existing project.
    2. You may choose to create new entities for the different customizations done to either Sales or Operations. To create a new entity follow  Working with a new CDS Entity.



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    Common Data Service - D365 for Operations and Sales CDM Integration Setup and Concepts

    September 11, 2017, 1:06 pm
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    The following set of posts will discuss the setup, and integration concepts for the Common Data Service. I do want to provide my gratitude to Tribridge for allowing me to be part of a project where the Common Data Service was needed.

    In case, you the reader, don't know about the Common Data Service,  in a nutshell "The Common Data Service is the Microsoft Azure–based business application platform that enables you to easily build and extend applications with their business data. The Common Data Service does the heavy lifting of bringing together your data from across the Dynamics 365 family of services so you can focus on building and delivering the apps, insights and process automation that matter to you and your customers with PowerApps, Power BI, and Microsoft Flow."


    The content will be divided in small posts, which be accessible from the links below. Please see of the preliminary information we gathered while setting up the environments needed for this project.

    Prerequisites

    In order to create new Power Apps CDS projects the following is needed:

    1. Global Admin role in an Office 365 tenant where Dynamics 365 for Operations and Dynamics 365 for Sales. 
    2. KB4036524 - This hotfix enables sales order line synchronization with the Data Integration feature from Finance and Operations to Sales..
    3. KB4036461 - This hotfix enables sales order synchronization with the Data Integration feature from Finance and Operations to Sales.
    4. Prospect to cash solution for Dynamics 365 for Sales, version 1.14.0.0 (v14) or later. (https://mbs.microsoft.com/customersource/Global/365Enterprise/downloads/product-releases/MD365FNOPENTProspectToCash). (Done for D365 for Sales Customer Engagement).
    5. Microsoft Dynamics 365 for Finance and Operations, Enterprise edition July 2017 update with Platform update 8 (App 7.2.11792.56024 w/ Platform 7.0.4565.16212). Support for App 7.1 will be added with a hotfix.
    6. Dynamics 365 Sales, Enterprise Edition. The integration solution is compatible with Microsoft Dynamics 365 Customer Engagement Version 1612 (8.2.1.207) (DB 8.2.1.207) online.
    7. An environment in the Common Data Service. The environment must have a database for integration and you must be an environment administrator for that database.

     

    Solution Flow

    The following is our vision of the entire process (at a very high-level).




    Content Links

    The following links contain the information we gathered to work with existing environments and entities, environment, connection sets and Projects creation, among others.

    Create a new CDS Environment

    Create a new Power Apps (CDS) Project

    Working with Existing Power Apps (CDS) Projects

    Working with Existing CDS Entities

    Working with Existing Projects/Tasks Mapping


    That's all for now. I'll be adding interesting articles on how to setup each project in CDS.



     
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